Windham Brannon · 1 day ago
Tax Executive Assistant
Atlanta, Georgia, United States
Full-time
Hybrid
Mid, Senior Level
5+ years expWindham Brannon is a recognized leader in providing assurance, tax and advisory services to clients both nationally and globally. They are seeking an Executive Assistant to support their growing tax practice, responsible for processing tax returns, maintaining due date reports, and coordinating practice correspondence. The ideal candidate will need to be well-organized and flexible while managing various administrative tasks for the team.
ConsultingFinancial ServicesLegal
Responsibilities
Process a high volume of tax returns, extensions and estimates through various delivery methods (electronic, client portal, paper)
Maintain due date reports for designated team members; follow-up as necessary to ensure accuracy
Assist in coordinating, formatting, and drafting practice correspondence, reports, presentations, articles, and engagement letters ensuring consistency in presentation in line with established Firm standards
Manage annual distribution of client engagement letters and tax organizers
Assist staff with organizing and retaining client documents, along with occasional light analysis and data entry
Coordinate with various team members to ensure consistent administrative practices across the tax practice
Seek out opportunities to coordinate cross functional responsibilities as necessary to streamline and ensure efficiency of service across the tax practice
Assist in managing & organizing calendars and scheduling both internal & external meetings
Where applicable, order and coordinate meals and be prepared to take meeting notes if requested
Coordinate travel plans, booking, and itineraries for all staff levels to include conferences, training, client meetings, etc
Input time, expenses and/or CPE details for designated team members
Assist with client billing or follow-up, if requested
Assist team members in updating client contact information in all systems
Maintain flexibility in dealing with simultaneous projects with a high attention to detail
Utilize proactive and creative problem-solving skills
Build professional relationships with clients and colleagues
Maintain discretion with sensitive client information
Qualification
Required
5 years of Administrative Assistant experience; public accounting industry preferred
Advanced skills in Microsoft Office, Word, Excel, PowerPoint and Outlook
Strong verbal and written communication skills
Preferred
Knowledge of software such as CCH ProSystem or Axcess, Practice Engine, iChannel, XCM Workflow, SafeSend, ShareFile and Zoho preferred but not required
Benefits
Employer-paid dependent care, life insurance, disability, accident and critical illness, and pet insurance
401(k) plan with company matching
PTO, paid holidays, and summer hours
Company
Windham Brannon
Windham Brannon is an accounting company specializing in audit, tax, and advisory services.
51-200 employees
H1B Sponsorship
Windham Brannon has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2022 (2)
2020 (2)
Funding
Current Stage
Growth StageLeadership Team
Heidi LaMarca
Managing Partner
Recent News
2025-04-05
Chattanooga Times Free Press
2023-12-24
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